证券代码：300656 证券简称：民德电子 深圳市民德电子科技股份有限公司投资者关系活动记录表 SBR、高压二极管、恒流管等产品，上述产品可覆盖功率半导体的大部分品类，应用 场景包括数据中心电源、电网智能电表、矿机电源、工业电机电源、汽车电子、光伏、 消费电子等。 广芯微电子的核心竞争力主要包括两方面： 公司未来的投资，将以晶圆代工产能扩产为主，在其他环节的股权投资应该会较 少。此外，对于此前已投资的非核心资产，会考虑在合适的时机出售以收回资金，并 获取一定的投资收益。 近期，公司投资方面主要进展有：（1）公司于 2025 年 11 月出售了物流自动分拣 设备公司君安宏图的控股权，收回 1,480 万元股权转让款和 300 万元借款，减少 2,000 万元银行授信担保，以及减少了约 5 千万的应收和约 7 千万的存货，本次股权转让可 优化资源配置、聚焦核心业务发展、提升公司资产运营效率；（2）特种工艺晶圆代工 厂芯微泰克于近期获得了产业合作方数千万的股权融资；（3）晶圆原材料企业晶睿电 子预计将于近期完成约 2 亿元股权融资，并计划于 2026 年启动上市筹备工作。 编号：2025-05 | | 特定对象调研 ...

Core Viewpoint - Shenzhen Mind Electronics Technology Co., Ltd. reported a decline in total operating revenue for the first half of 2025, primarily due to decreased income from non-core businesses, while certain segments like wafer foundry and design services showed growth [2][3]. Financial Summary - Total operating revenue for the first half of 2025 was CNY 130.0741 million, a decrease of CNY 30.8458 million or 19.17% year-on-year [2]. - Net profit attributable to shareholders was CNY 10.3182 million, influenced by gains from equity transfers and losses from certain subsidiaries [2]. Business Development Overview - Power semiconductor business at Guangxin Microelectronics is in a healthy expansion phase, with a monthly production capacity exceeding 20,000 wafers and ongoing product development [3]. - Guangwei Integration has seen revenue and gross margin growth supported by Guangxin Microelectronics' capacity, with new products being developed for the photovoltaic and automotive sectors [3]. - Chip Microtech has established partnerships with over 30 domestic semiconductor design companies, making progress in various manufacturing processes [3]. - Jingrui Electronics reported a 17.31% year-on-year increase in overall sales revenue, driven by growth in the sales of 6-inch epitaxial wafers [3]. AiDC Business Performance - The AiDC business maintained stable development and gross margins, contributing consistent cash flow despite a complex international environment [4]. - Over 60% of AiDC sales in the first half of 2025 were from overseas markets, focusing on BRICS countries and regions along the Belt and Road [4]. - Guangxin Microelectronics plans to stabilize monthly production at over 20,000 wafers, with future expansion expected to reach 100,000 wafers per month by late 2026 or early 2027 [4].